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Digital vaults are revolutionizing succession planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an age where families are geographically dispersed and financial life is increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By empowering individuals to grant controlled access to trusted advisors and family members, these tools reduce communication gaps and ensure that wishes are respected during critical life moments.
Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood's solution to a pressing problem: secure, centralized access to critical documents.
Join host Shannon Rosic, director of content and solutions at WealthStack, as she talks with the founder of Prism about:
- Urgent need for uninterrupted access to critical documents and assets
- How Prismm differentiates itself with customer ownership of data
- The importance of client engagement in comprehensive financial planning
- Insights into using AI for secure and effortless document management
- How evolving data regulations are shaping the landscape of digital vault offerings
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About our guest:
Martha Underwood boasts over 8 years of extensive experience as a founder, leader and speaker in the field of technology and innovation. She is the visionary behind GetPrismm.com, a pioneering platform designed to facilitate the secure storage and access of vital documents in anticipation of unforeseen circumstances. Its primary goal is to drive the evolution of seamless wealth transfer processes by equipping individuals with the tools to accurately plan their inheritances.
Her zeal for spreading knowledge and expertise regarding women's leadership in the fields of technology and innovation is evident, making her a sought-after figure in the business landscape.